Senior Paraplanner

Updated: June 13, 2024 06:49 AM GMT

Crown Wealth Management

Shrewsbury

Company Description

Crown Wealth Management is a prestigious, independent, and fully Chartered financial planning firm located in Shrewsbury. Since 2006, we have been committed to delivering top-tier financial planning and investment advice to our valued clients and business partners in Shropshire and beyond. Our goal is to simplify client's financial affairs, reduce risk, and help them achieve their financial goals through comprehensive analysis and practical recommendations.

Role Description

We are excited to offer an outstanding opportunity for a full-time Senior Paraplanner at Crown Wealth Management. The Senior Paraplanner will play a crucial role in financial planning, investments, report writing, and technical administration. This role requires close collaboration with financial planners to develop and maintain detailed financial plans, conduct thorough research, analyse complex data, and prepare comprehensive reports.

Specification

Financial Expertise: Extensive knowledge... More Detail